Personal Financial Planning
Lisa Schifferle can help you can help your clients navigate the duties of financial caregiving. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20210528-financial-caregiver.html
Personal Financial Planning
Mackey McNeill, CPA/PFS, will show you tweaks you may want to make to your retirement approach. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20210521-retirement-part6.html
Personal Financial Planning
Mackey McNeill, CPA/PFS, will show you how she structures her review meetings for the best client experience. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20210514-retirement-part5.html
Personal Financial Planning
Robert Keebler, CPA/PFS, explains everything you need to know about planning with large IRAs in 2021 and beyond. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20210510-large-iras.html
Personal Financial Planning
Listen to Bob Keebler, CPA/PFS, discuss savvy planning techniques to be aware of as tax changes are looming. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20210507-planning-strategies-p5.html
